Independent view
As JM Finn partners with behavioural finance specialist Oxford Risk to help clients determine their attitude to risk, Greg Davies explains the role behavioural finance and risk profiling can play in…
The Autumn Budget brought with it several key points pertinent to the property industry that will have an impact on second home owners. In the wider context of forthcoming council tax rises in some…
Zena Hanks, Partner at Saffery, is a leading authority on personal tax law in the UK. Here, she gives her opinion on the impact of the Budget on the landscape for personal taxation.
Nicholas Smith and Emma Fordyce-Rudge from The Family Business Consultancy provide an overview of common challenges faced by family run businesses – and possible solutions.
Have you thought about gifting to charities – and what might be the best way to go about it? Chris Thurlow explains why charitable trusts can offer a rewarding and tax-efficient way to maximise the…
Thomas Ward, Private Client Director at Hampden Agencies explains why he believes the changes Lloyd’s has undergone have resulted in the best investing conditions for a generation.
As families are becoming more global, implementing a currency plan to mitigate against the effects of exchange rate fluctuations is increasingly important, writes Henry Wilkes, Head of Private Client…
When people in later life borrow money against their property, should they opt for traditional equity release or an interest-only retirement mortgage?
Some topics are harder than others. But when fear, awkwardness or stigma stop people talking about end of life, it can leave them feeling deeply unprepared and distressed.
Chris Thurlow from Ludlow Trust Company suggests how, with sensible planning and using appropriate trusts, more assets might be passed to your beneficiaries.
James MacLeod of property search firm, JM Chase, gives his views on the country house market.
Abuse of older people comes in many forms including financial, psychological and physical. It is often the case that an elderly victim will suffer from more than one type of abuse at the same time.
UK discretionary trusts have been used for many years to transfer assets out of individuals’ estates and to the next generation without passing control over the underlying assets or the income…
In advance of this year’s Spring Budget, there was considerable speculation the Chancellor would make changes to and/or increase rates of inheritance tax (IHT) and capital gains tax (CGT). However,…
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